Australian Shares - smartMonday

View our different products:

Index Diversified Core (Closing in October 2021)

Objective

To provide a return that closely matches the benchmark return before fees and tax.

Investment fees + indirect costs

0.39% pa.

Minimum timeframe

15 years.

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 30/09/2021)

Timeframe Return
3 mths 1.17%
Financial yr to date 1.17%
1 yr (% pa.) 32.32%
3 yr (% pa.) 11.82%
5 yr (% pa.) 12.01%
7 yr (% pa.) 10.20%
10 yr (% pa.) 11.71%

3 mths	Financial yr to date	1 yr (% pa.)	3 yr (% pa.)	5 yr (% pa.)	7 yr (% pa.)	10 yr (% pa.)
1.17%	1.17%	32.32%	11.82%	12.01%	10.20%	11.71%

See past returns

Asset allocation

Target – The asset allocation expected to achieve the investment objective over the investment period.
Range – The potential variation of the asset allocation due to tactical investment activity.

Type Target
Benchmark Asset Allocation
Australian Shares 100%
Benchmark Index
S&P/ASX 300 Accumulation Index 80%
FTSE/ASFA Australian High Dividend Yield Index 20%

Objective

To provide a return that exceeds the benchmark return (after fees but before tax) over rolling 5-year periods.

Investment fees + indirect costs

0.86% pa.

Minimum timeframe

15 years.

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 30/09/2021)

Timeframe Return
3 mths 2.16%
Financial yr to date 2.16%
1 yr (% pa.) 31.82%
3 yr (% pa.) 10.42%
5 yr (% pa.) 11.15%
7 yr (% pa.) 10.34%
10 yr (% pa.) 12.07%

3 mths	Financial yr to date	1 yr (% pa.)	3 yr (% pa.)	5 yr (% pa.)	7 yr (% pa.)	10 yr (% pa.)
2.16%	2.16%	31.82%	10.42%	11.15%	10.34%	12.07%

See past returns

Asset allocation

Target – The asset allocation expected to achieve the investment objective over the investment period.
Range – The potential variation of the asset allocation due to tactical investment activity.

Type Target
Benchmark Asset Allocation
Australian Shares 100%
Benchmark Index
S&P/ASX 300 Accumulation Index 70%
S&P/ASX 200 Accumulation Index 30%

This investment option will be terminating during October. Refer to our Factsheet for more information.

Objective

To provide a return that exceeds the benchmark return (after fees but before tax) over rolling 5-year periods.

Investment fees + indirect costs

0.82% pa.

Minimum timeframe

15 years.

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 30/09/2021)

Timeframe Return
3 mths 2.05%
Financial yr to date 2.05%
1 yr (% pa.) 31.78%
3 yr (% pa.) 10.70%
5 yr (% pa.) 11.35%
7 yr (% pa.) 10.38%
10 yr (% pa.) 11.96%

3 mths	Financial yr to date	1 yr (% pa.)	3 yr (% pa.)	5 yr (% pa.)	7 yr (% pa.)	10 yr (% pa.)
2.05%	2.05%	31.78%	10.70%	11.35%	10.38%	11.96%

See past returns

Asset allocation

Target – The asset allocation expected to achieve the investment objective over the investment period.
Range – The potential variation of the asset allocation due to tactical investment activity.

Type Target
Benchmark Asset Allocation
Australian Shares 100%
Benchmark Index
S&P/ASX 300 Accumulation Index30%
S&P/ASX 200 Accumulation Index 70%

Objective

Investment fees + indirect costs

Minimum timeframe

Risk level

Chance of a negative annual return

Returns (as at 30/09/2021)

Objective

Investment fees + indirect costs

Minimum timeframe

Risk level

Chance of a negative annual return

Returns (as at 30/09/2021)

This investment option will be terminating during October. Refer to our Factsheet for more information. Objective

Investment fees + indirect costs

Minimum timeframe

Risk level

Chance of a negative annual return

Returns (as at 30/09/2021)

This investment option will be terminating during October. Refer to our Factsheet for more information.

Objective